UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$899M |
| 2 |
Microsoft
MSFT
|
$615M |
| 3 |
Meta Platforms (Facebook)
META
|
$480M |
| 4 |
Amazon
AMZN
|
$362M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$320M |
Top Sells
| 1 |
Sempra
SRE
|
$515M |
| 2 |
Cheniere Energy
LNG
|
$363M |
| 3 |
SPDR Gold Trust
GLD
|
$303M |
| 4 |
Starbucks
SBUX
|
$282M |
| 5 |
WPZ
Williams Partners L.P.
WPZ
|
$274M |
Sector Composition
| 1 | Technology | 11.56% |
| 2 | Financials | 8.88% |
| 3 | Healthcare | 8.04% |
| 4 | Consumer Discretionary | 6.63% |
| 5 | Industrials | 6.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
7426
Direxion Daily Small Cap Bear 3x Shares
TZA
$296M
| – | – | -3,068 | Closed | -$29K |
|
7427
United States Antimony
UAMY
$566M
| $0 | ﹤0.01% | 100 -6,482 | -98% | – |
|
7428
ProShares UltraPro S&P 500
UPRO
$4.46B
| $0 | ﹤0.01% | 6 -2,361 | -100% | – |
|
7429
ProShares UltraPro Russell2000
URTY
$386M
| – | – | -38 | Closed | -$4K |
|
|
USAS
7430
Americas Gold and Silver
USAS
$742M
| – | – | -3,977 | Closed | -$12K |
|
7431
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – | -350 | Closed | -$17K |
|
7432
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.39B
| – | – | -169 | Closed | -$8K |
|
7433
Vanguard US Multifactor ETF
VFMF
$376M
| – | – | -1,684 | Closed | -$133K |
|
7434
ProShares VIX Short-Term Futures ETF
VIXY
$87.1M
| – | – | -1,016 | Closed | -$31K |
|
7435
ProShares VIX Mid-Term Futures ETF
VIXM
$39.4M
| – | – | -225 | Closed | -$5K |
|
7436
Vince Holding
VNCE
$18.2M
| – | – | -922 | Closed | -$15K |
|